AIC

Archer Investment Corporation Portfolio holdings

AUM $469M
1-Year Est. Return 19.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.62M
3
+$3.57M
4
UNH icon
UnitedHealth
UNH
+$586K
5
ZAUG
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
+$556K

Top Sells

1
+$11.4M
2
+$4.35M
3
+$3.98M
4
WMT icon
Walmart Inc
WMT
+$740K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$619K

Sector Composition

1 Technology 8.33%
2 Healthcare 5.93%
3 Financials 5.36%
4 Industrials 4.64%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6.51K ﹤0.01%
166
-50
802
$6.41K ﹤0.01%
184
803
$6.4K ﹤0.01%
273
+3
804
$6.38K ﹤0.01%
274
805
$6.37K ﹤0.01%
158
806
$6.3K ﹤0.01%
140
807
$6.22K ﹤0.01%
100
808
$6.16K ﹤0.01%
108
809
$6.15K ﹤0.01%
36
810
$6.08K ﹤0.01%
14
811
$6.04K ﹤0.01%
21
812
$6.04K ﹤0.01%
102
813
$6.02K ﹤0.01%
265
814
$6K ﹤0.01%
126
815
$5.99K ﹤0.01%
12
816
$5.94K ﹤0.01%
100
817
$5.86K ﹤0.01%
248
818
$5.84K ﹤0.01%
32
819
$5.82K ﹤0.01%
+60
820
$5.8K ﹤0.01%
1,425
821
$5.75K ﹤0.01%
67
822
$5.75K ﹤0.01%
90
823
$5.74K ﹤0.01%
125
824
$5.71K ﹤0.01%
+255
825
$5.69K ﹤0.01%
32
31 32
33
34 35